This webinar will look at situations tax professionals may face that could cause conflicts of interest. We’ll discuss tax standards and due diligence issues and review incompetence issues in professional practice. The presenter will then discuss and use best practices to remedy or resolve these types of practitioner professional standard issues.
Learning Objectives:
IRS
Sr. Stakeholder Liaison
Jody Stamback is a Sr. Tax Specialist with Stakeholder Liaison in the Communications and Liaison Division of the IRS. Stakeholder Liaison works with Tax Practitioner and other organizations to share information benefiting all different types of taxpayers. Jody has been with Stakeholder Liaison for over 20 years. Prior to his current position, he worked as a Taxpayer Resolution Representative at the Ogden Taxpayer Assistance Center. He was also a Tax Auditor for 6 years and has worked in IMF Adjustments and wrote training course materials for both Automated Underreporter and IMF Adjustments. With over 33 years at the Internal Revenue Service, his work in Compliance and Outreach has provided valuable experience with an emphasis in individual and business tax law and IRS policies and procedures.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222